Going over the data, Cramer said both companies are good ones and should do well in 2013, but based on the evidence, Pulte should be the stock having the better year. He said that in the home building sector, Toll Brothers ( TOL) still remains his favorite, but as for this showdown, Pulte takes the Super Bowl trophy.
In the Lightning Round, Cramer was bullish on VirnetX ( VHC), ISIS Pharmaceuticals ( ISIS), 3D Systems ( DDD), Stratasys ( SSYS), The Bank of Ireland ( IRE), Banco Santander ( SAN) and CenturyLink ( CTL). Cramer was bearish on Buffalo Wild Wings ( BWLD), Proto Labs ( PRLB) and Frontier Communications ( FTR).
In the "Mad Mail" viewer feedback segment, Cramer followed up on Cynosure ( CYNO), which stumped him during an earlier show. He said while the company's tattoo removal treatments are exciting, at 30 times earnings he needs to wait for a pullback before buying in . Cramer said that Accretive Health ( AH) is also trading at a premium, which is why he likes Athenahealth ( ATHN). He is not a fan of Just Energy Group ( JE) as the company's high yield is a big red flag. Cramer also responded to questions sent via Twitter to @JimCramer. He said that Darden Restaurants ( DRI) has not been putting up the numbers he'd like to see, but drug maker Sanofi Aventis ( SNY) continues to be dynamite. Cramer said to ring the register and take profits in Groupon ( GRPN) and he would not try to trade Apple ( AAPL), an Action Alerts PLUS holding, but rather own it for the long term. Cramer closed out the segment by saying he's bullish on Amazon.com ( AMZN) up to $300 a share.
No Huddle Offense
In his "No Huddle Offense" segment, Cramer recapped his big investment themes for 2013. He said that housing, autos, insurance, chemicals, energy, China, banking, aerospace and mobile technology are the places investors want to be when the market has its down days. Cramer also added three other themes to the list. He said temporary staffing should soar higher as a way for companies to beat new taxes, and hospitals should also flourish under the new Obamacare laws. Cramer called his final bull market theme for 2013 simply "do something," which includes companies that are making transformative acquisitions and taking control of their destinies. Some highlights are PVH ( PVH), ConAgra ( CAG), Hormel Foods ( HRL) and Eaton ( ETN). To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here.To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC
Jefferies analysts note that recent construction spending data indicates a cycle rotation away from construction-exposed names and toward industrial- and durable goods-levered firms could be playing out.